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Excel Add-in
Excel Add-in Menu Options
Excel Add-in Menu Options
Excel Add-in
This article take you through doing more with Excel Add-in's Menu Option.
Last Updated:
January 24, 2023
![](https://cdn.prod.website-files.com/5fd0d3a18dd35f7763578246/5fe1ce0f0a4b57a3332c34a0_5fd847eea4a2f94f1ccc0154_pexels-maxime-francis-2246476-min.jpg)
Introduction
The menu options are designed to walk you through the Canopy Analytics Process
![Various Menu Options appear once you login](https://cdn.prod.website-files.com/5fd0d3a18dd35f14fd578285/61766db260ab58babba82866_7e74f95-Screen_Shot_2021-07-05_at_8.12.25_AM.png)
Various Menu Options Appear. These are
- Get Single Line Transactions: Retrieves the Single Line Transactions table for the user. Sample here
- Get Consolidated Holdings: Retrieves the Consolidated Holdings table for the user. Sample here
- Get Strategy Definitions: Retrieves the Strategy Definitions table for the user. Sample here
- Create Strategy Definition: Configure a new Strategy Definition for your account
- Delete Strategy Definition: Delete an existing Strategy Definition (and it's Strategy Records if any)
- Calculate Strategy: Run the Canopy Analytics engine on any of the Strategies in the Strategy Definition table
- Get Strategy Records: Retrieves the Strategy Records table for the user. Sample here
- Generate Strategy Transactions: Look at the transactions that qualified under any of the Strategies
- Generate Attribution Summary: One of the most important analysis in Canopy Analytics Generate Attribution Summary
- Asset Allocation: Generates a time series of Asset Allocation based on various criterion
- Reports: Generates specialized reports